Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.104 | 0 | — |
| 1 month | -0.050 | 0 | — |
| 3 months | -0.133 | 0 | — |
| 1 year | 0.055 | 0 | — |
| 3 years | 0.083 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.189 | — |
| 2023 | 0.154 | — |
| 2022 | -0.050 | — |
| 2021 | 0.297 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.056 | — | — | — |
| 2024 | 0.054 | -0.008 | 0.078 | 0.055 |
| 2023 | 0.041 | 0.024 | 0.006 | 0.076 |
| 2022 | -0.037 | -0.120 | 0.045 | 0.073 |
| 2021 | 0.125 | 0.065 | 0.030 | 0.050 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.083 |